Personalized Retirement Outcomes (PRO) QDIA uses automated data points from a plan’s record keeper to provide a personalized asset allocation without requiring direct participant engagement.
1 “Professional Investment Assistance Report Highlights.” Research & Insights, Alight Solutions, 2018
2 Blanchett, David, et al.” The Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs Target-Date Funds, Morningstar Investment Management LLC, 17 Oct. 2016
3 Blanchett, David. The Impact of Expert Guidance on Participant Savings and Investment Behaviors. Morningstar Investment Management, 20 Aug. 2014
4 “Why Employers Should Care About the Cost of Delayed Retirements.” Prudential Research & Perspectives, The Prudential Insurance Company of America, Newark, NJ, 2017, www.prudential.com/media/managed/rp/32361.html.
©2019 Fisher Asset Management, LLC, doing business as Fisher Investments. All Rights reserved. Investing in stock markets involves the risk of loss. Intended for use by employers considering or sponsoring plans; not for use by plan participants.